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CRM & Sales Hub

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Allowing a guest to add an additional guest to a meeting
- Hi, Is there a way to enable a person using the meeting link to add extra people they would like to come to a meeting? Thanks! ...read more
Automations - Connecting Form to Existing Deal
- Is there a way to automate a form completion to an existing Deal? For example, we have a contact in the Interested Stage of a Pipeline and they complete the Registration form later. When they complete that form, can it connect the current interest deal/stage and move them to registered stage. Right now, we have it putting them in the Registration Stage but then I have duplicates - they are in the interest stage and registration stage vs conne ...read more
Building a report for time between form submission, and Sales first contact after submission.
- Hey everyone, I'm looking to build out a report that: Captures the time between a specific form submission and the time that it takes for a Sales team member to contact that person only after that specific form submission (and not capturing follow-ups that happen after). I think I have the conditional logic figured out to capture people that come to the specific form, but the issue that I'm facing is that I imagine the "Most recent ...read more
How to separate two businesses with different domains in hubspot
- Hello, our two businesses Peeq and Peeq Pro have been used together as the same business for a while but now we want to separate them to collect more accurate data. Both domains are different and we want to make sure we can differenciate both entities without losing data we already have. Peeq involves the ecommerce and products we sell to patients and Peeq Pro involves sales, deals, revenue tracker and subscriptions sold to doctors. How can we s ...read more
Deals with alternatives
- Hello! I'm new in Hubspot and we're setting up the system in our company. I would to have some tips about the best practice to manage alternative deals. I mean, we sell complex automation and safety products. Technically we can offer two, three or even more solutions for each customer problem. So it is necessary normally to produce different alternative quotes. Depending on many parameters, our customer can choose one of the solutions offered. ...read more

CharlotteJ on January 17, 2022

New to the Sales Onboarding community board? Introduce yourself here ‌‌‌⬇️

One of the best ways to learn is by doing and sharing with other new HubSpot Sales Hub users, just like you. That’s why we’re so excited about this space to learn and grow better together! To get started, say hello and introduce you read more

Reply Discussion Announcement Sales

12 upvotes

74 Replies

CharlotteJ on December 14, 2021

Sales Hub Pro - Onboarding step 1 : Strong foundations

Welcome to our Community-enabled onboarding program! In this introductory video we will be guiding you through the very first steps to successfully start your journey with theSales Hub of Hubspot. We will notably talk about how to set up read more

Reply Discussion Getting Started Sales

11 upvotes

6 Replies

JGlazer on June 04, 2023

Hide certain contacts

Hi all, We are setting up a form for our website where people can submit their resume. We want to block those contacts so only their "contact owner" can see them and the resume they submitted. How can I do this? Thanks

Reply Discussion Contacts

0 upvote

5 Replies

karstenkoehler

Hall of Famer | Partner

June 04, 2023

Hi @JGlazer , You would assign the to-be-hidden contacts to users in a team who should be able to see them. These users could potentially have...read more

CJohnson38 on June 02, 2023

Workflows

I am looking for a way to push a contact through a workflow that it is always checking for when the call outcome is connected . When connected it goes one way but if within 5 days it does not become connected it goes another way. I don't want to put read more

Reply Discussion Workflows

0 upvote

0 Reply

CSmith08 on June 02, 2023

Ability to add specific line items to a custom deal property?

Hi everyone! I am looking for a way to calculate specific Products that show up as line items in a custom deal property. We are trying to find a way to create a subtotal of our "Professional Services" versus other revenue, but when I have cr read more

Reply Discussion Professional

0 upvote

0 Reply

Solved

SKoehn on June 02, 2023

Custom list of customer discovery details

I'm new to HubSpot. How can I create a custom list of discovery type questions that can be displayed in the company overview section in a company profile?

Reply Discussion Starter

0 upvote

2 Replies

SKoehn

Member

June 02, 2023

Thank you so much!

CMcRae-Thompson on June 02, 2023

Contacts not re-enrolling in workflow due to backend limitation

I have two workflows utilized by a lead generation team that require re-enrollment but contacts are not currently re-enrolling since their activity-based triggers are not eligible conditions. I contacted HubSpot support and they said it was due to a read more

Reply Discussion Workflows

0 upvote

1 Reply

karstenkoehler

Hall of Famer | Partner

June 02, 2023

Hi @CMcRae-Thompson , You're correct, activity properties can't be used for re-enrollment. However, this can be easily bypassed using an activ...read more

OMueller7 on June 02, 2023

Use workflows access a property's history

Hey there, I was wondering whether I can access a property's historical values via a workflow. My problem revolves around the close date deal property. I work in an industry where it's not unusual for a deal to take 3 years to move through o read more

Reply Discussion Enterprise

0 upvote

1 Reply